In this article, you will learn how to keep track of your installations and other equipment in the mobile app on your phone or tablet.

If your team regularly performs installations, keeping track of those efforts is likely a vital part of your business. Workiz provides your team with critical visibility into your equipment installations, giving them access to the installation history associated with specific clients to ensure they’re always prepared for a job.

All of these tools are also available on the go using the Workiz mobile app. 

Adding equipment

Tracking items as equipment on jobs

After creating reusable equipment-type items in your price book, you can add them as billable line items on jobs. This allows you to convert them into trackable equipment linked to specific jobs.

To learn more about creating equipment-type items in your price book, please see this article.

1. Open the job you want to add equipment to
2. Select the Finance tab
3. Next to Items, select the plus icon
4. Add one an equipment-type item from your price book

5. Next to the equipment-type item you added, select the vertical dots icon > Track this equipment
   

   Please be aware that:

   • The "Track this equipment" option will only be available for equipment-type line items.
   • The "Track this equipment" option can only track up to 30 units at a time. If the quantity exceeds 30, select "Track this equipment" again to track the remaining units.
6. Select the Details tab
7. Scroll down and select the Equipment section
8. Select the equipment item you tracked previously
   
9. Update any necessary details and select Save
   

Your equipment will now be added to the job. You will be able to select it as client equipment when adding equipment to other jobs in the future. 

Logging services on tracked equipment

Once you’ve added equipment to a client profile through a job, you can start building a detailed service history for it. Linking non-equipment items to specific saved equipment ensures that each service entry is accurately recorded and tracked over time.

1. Create a new job
2. Select the Items tab
3. Add a non-equipment type item (e.g., service, product, etc.)

4. Next to the item you added, select the vertical dots icon > Link to equipment
   

   The "Link to equipment" option will only be available for non-equipment type line items.

5. Select a piece of equipment that has been previously saved to this client's profile
   

   Equipment is tied to specific properties. When linking items to equipment, you will only see equipment that was previously saved to the same property for the current job.

   If no equipment is shown, there may be no saved equipment for that property.

This job and the linked line item will be added to the history log for this equipment.

Viewing equipment history

After adding equipment to a job in Workiz, the equipment will be visible across two areas within the platform: the relevant job page (where the equipment was added) and the client profile. 

From here, you’ll be able to edit the equipment, view its activity history, or remove it from your account.

To view equipment history:

1. Open the job or client profile that includes the equipment
2. Select the dots icon ( ) > History